San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Customize the Email Sent to Clients When Sharing a Bill Through Clio?

Objective:

  • Make changes to the email sent to Clients along with their Bill
  • Edit shared Bill through email
  • How a Bill addresses a client
  • Can I change the email's subject line when sharing a bill?

Environment:

  • Clio Manage

Additional Information:

You can include a message when sharing a Bill through Clio, but you cannot customize what is already included.

Answer:

Not at this time. If you would like to add your vote to this feature request, please contact Clio Support

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality